The Q1 revenue beat and maintained FY guidance with a clear path to Q4 profitability should drive positive momentum. Watch for Q2 guidance midpoint of $133.25M, which implies ~24% YoY growth — any upside surprise there would accelerate the profitability narrative. The $348M cash position provides ample runway.
Price Chart
Executive Summary
Via Transportation reported Q1 2026 revenue of $127.4M (+29% YoY), exceeding the $123.6M consensus, while GAAP EPS of -$0.25 was in line with the Street consensus of -$0.25. The company guided Q2 2026 platform revenue of $132.5M-$134.0M and reaffirmed FY 2026 revenue of $547M-$550M (26-27% YoY growth) with a path to Q4 2026 Adjusted EBITDA profitability. The strong revenue beat and maintained guidance support a bullish read, though the company remains unprofitable on both GAAP and adjusted bases.
Key Financial Metrics
Key Facts
- Q1 2026 revenue of $127.4M (+29% YoY) beat $123.6M consensus
- GAAP EPS -$0.25 in line with Street consensus of -$0.25
- Annual Run-Rate Revenue surpassed $500M for the first time at $510M (+29% YoY)
- Customer count grew 23% YoY to 838
- Adjusted EBITDA improved to -$5.8M from -$8.3M in Q1 2025
- FY 2026 guidance: Platform revenue $547M-$550M (26-27% YoY growth), Adj. EBITDA -$12.5M to -$7.5M
- Company targets Q4 2026 Adj. EBITDA profitability
- Cash and equivalents of $348M with no debt
Financial Impact
Revenue beat of ~$3.8M (3.1%) vs consensus; EPS in line; guidance maintained at ~26% YoY growth
Risk Factors
- Still unprofitable on GAAP basis with net loss of -$20.1M in Q1
- Adjusted EBITDA profitability not expected until Q4 2026
- Customer count growth of 23% YoY is decelerating from prior quarters
- Stock-based compensation remains high at $15.6M in Q1 (12% of revenue)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001603015-26-000013 |
| Document: via-20260512.htm | 0001603015-26-000013 |
| Document: 0001603015-26-000013-index-headers.html | 0001603015-26-000013 |
| Document: 0001603015-26-000013-index.html | 0001603015-26-000013 |
| Document: 0001603015-26-000013.txt | 0001603015-26-000013 |
| 8-K Data (Synthetic) | 0001603015-26-000013 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 10w ago | Insider Cluster | $26.36 $26.57 | ▲ +0.80% | ▲ +2.76% | $35.97 (+36.46%) |
Aug 6, 2026 11w ago | 8-K | $21.56 $26.36 | ▲ +22.26% | ▲ +21.05% | $35.97 (+66.84%) |
Jul 10, 2026 15w ago | 8-K | $18.31 $17.96 | ▼ −1.91% | ▼ −1.13% | $35.97 (+96.45%) |
Jun 16, 2026 19w ago | Insider Cluster | $14.82 $15.10 | ▲ +1.89% | ▲ +2.93% | $35.97 (+142.71%) |
Jun 16, 2026 19w ago | Insider Cluster | $14.82 $15.10 | ▲ +1.89% | ▲ +2.93% | $35.97 (+142.71%) |
Jun 11, 2026 19w ago | Institutional Cluster | $14.76 $14.82 | ▲ +0.41% | ▼ −0.03% | $35.97 (+143.70%) |
May 12, 2026 24w ago | 8-K | $14.12 $14.91 | ▲ +5.59% | ▲ +5.52% | $35.97 (+154.75%) |
Apr 8, 2026 28w ago | DEFA14A | $15.56 $17.52 | ▲ +12.60% | ▲ +9.41% | $35.97 (+131.17%) |
Mar 25, 2026 31w ago | Court Ruling | $14.22 $15.80 | ▲ +11.11% | ▲ +9.45% | $35.97 (+152.95%) |
Mar 25, 2026 31w ago | Court Ruling | $14.22 $15.80 | ▲ +11.11% | ▲ +9.45% | $35.97 (+152.95%) |
US Market Status
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